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JPMorgan Chase
JPM

Overview Fund Activity

3,566 hedge funds and large institutions have $328B invested in JPMorgan Chase in 2021 Q4 according to their latest regulatory filings, with 486 funds opening new positions, 1,585 increasing their positions, 1,163 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,566
Holders Change
+347
Holders Change %
+10.78%
% of All Funds
55.07%
Holding in Top 10
509
Holding in Top 10 Change
-142
Holding in Top 10 Change %
-21.81%
% of All Funds
7.86%
New
486
Increased
1,585
Reduced
1,163
Closed
88
Calls
$5.34B
Puts
$9.57B
Net Calls
-$4.23B
Net Calls Change
-$683M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$4.82B
2
GQG Partners
2
GQG Partners
Florida
$807M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$529M
4
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$744M
5
State Street
5
State Street
Massachusetts
$22.4B

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$10.5B
2
Lazard Asset Management
2
Lazard Asset Management
New York
$96.1M
3
UBS AM
3
UBS AM
Illinois
$2.03B
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$7.67B
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$140M
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
3651
Resolute Advisors
California
– -$119K -726 Closed
RTL
3652
Red Tortoise LLC
Georgia
– -$32K -304 Closed
TWP
3653
TFO Wealth Partners
Ohio
– -$30K -185 Closed
CI
3654
Cordant Inc
Oregon
– -$7K -45 Closed
TLFA
3655
True Link Financial Advisors
California
– -$7K -43 Closed
RVM
3656
Robinson Value Management
Texas
– -$6K -37 Closed
143 144 145 146
147